See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,621 | $56,053+9.9% | $75,972-18.9% | $80,856-23.8% |
| Participation rate | 91.9% | 62.0%+29.9pp | 69.1%+22.9pp | 67.6%+24.3pp |
| Annual return | 11.78% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,005 | $1,874+60.3% | $2,685+11.9% | $2,755+9.1% |
| Participant deferral / active EE | $6,628 | $3,052+117.2% | $4,255+55.8% | $4,296+54.3% |
| Admin fee / account holder | $8,151 | $5,234+55.7% | $6,467+26.0% | $6,918+17.8% |